{"id":20655,"date":"2019-10-03T11:26:41","date_gmt":"2019-10-03T11:26:41","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=20655"},"modified":"2019-12-10T13:16:33","modified_gmt":"2019-12-10T13:16:33","slug":"show-dynamics-365-crm-views-in-canvas-app-using-cds","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2019\/10\/show-dynamics-365-crm-views-in-canvas-app-using-cds\/","title":{"rendered":"Show Dynamics 365 CRM Views in Canvas App Using CDS"},"content":{"rendered":"<h2><strong>Introduction<\/strong><\/h2>\n<p style=\"text-align: justify;\">In Dynamics 365 CRM, we have views which gives quick reference for records. While exploring Canvas apps, we found a new feature which helps us to display the views in the Canvas apps.<\/p>\n<p style=\"text-align: justify;\">In this blog, we are going to display the views in Canvas app using CDS connector. In Dynamics 365 CRM, we have provision to see different views on different entity such as; on Account we can see different views as shown in below screenshot:<\/p>\n<p style=\"padding-left: 120px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-20656\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/1Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS.png\" alt=\"Show Dynamics 365 CRM Views in Canvas Apps Using CDS\" width=\"345\" height=\"333\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/1Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS.png 345w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/1Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS-300x290.png 300w\" sizes=\"(max-width: 345px) 100vw, 345px\" \/><\/p>\n<p>To achieve the same in PowerApps, create a Canvas app with Common Data Service as Data Source and select the required entity as shown in below screenshot:<\/p>\n<p style=\"padding-left: 40px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-20657\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/2Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS.png\" alt=\"Show Dynamics 365 CRM Views in Canvas Apps Using CDS\" width=\"562\" height=\"525\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/2Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS.png 562w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/2Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS-300x280.png 300w\" sizes=\"(max-width: 562px) 100vw, 562px\" \/><\/p>\n<p>Here, we have selected the Account entity.<\/p>\n<p><strong>1<\/strong>. After adding Data Source, add below controls on Canvas app screen as shown in screenshot:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20658\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/3Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS.png\" alt=\"Show Dynamics 365 CRM Views in Canvas Apps Using CDS\" width=\"873\" height=\"431\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/3Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS.png 873w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/3Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS-300x148.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/3Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS-768x379.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/3Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS-660x326.png 660w\" sizes=\"(max-width: 873px) 100vw, 873px\" \/><\/p>\n<p>Here,<\/p>\n<ul>\n<li>Account Views &#8211; Blank Screen<\/li>\n<li>Account Grid &#8211; Data Table Control<\/li>\n<li>Views &#8211; Dropdown Control<\/li>\n<\/ul>\n<p>Add the <strong>Dropdown<\/strong> and <strong>Data Table<\/strong> controls as highlighted in below screenshot:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20659\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/4Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS.png\" alt=\"Show Dynamics 365 CRM Views in Canvas Apps Using CDS\" width=\"820\" height=\"178\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/4Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS.png 820w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/4Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS-300x65.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/4Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS-768x167.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/4Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS-660x143.png 660w\" sizes=\"(max-width: 820px) 100vw, 820px\" \/><\/p>\n<p><strong>2<\/strong>. Set <strong>Account<\/strong> entity as source entity for <strong>Account Grid (i.e. set items property of Account Grid)<\/strong>. See below screenshot<strong>:<\/strong><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20660\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/5Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS.png\" alt=\"Show Dynamics 365 CRM Views in Canvas Apps Using CDS\" width=\"937\" height=\"478\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/5Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS.png 937w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/5Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS-300x153.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/5Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS-768x392.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/5Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS-660x337.png 660w\" sizes=\"(max-width: 937px) 100vw, 937px\" \/><\/p>\n<p><strong>3<\/strong>. Change the item property of Dropdown (i.e. <strong>Views<\/strong>) to show the available views of Account entity as shown in below screenshot:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20661\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/6Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS.png\" alt=\"Show Dynamics 365 CRM Views in Canvas Apps Using CDS\" width=\"895\" height=\"346\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/6Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS.png 895w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/6Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS-300x116.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/6Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS-768x297.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/6Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS-660x255.png 660w\" sizes=\"(max-width: 895px) 100vw, 895px\" \/><\/p>\n<p>The \u2018<strong>Accounts (View)<\/strong>\u2019 is present in the account entity data source. It stores all account views name.<\/p>\n<p><strong>4<\/strong>. To filter the Account Grid, we need to again change the Items Property of <strong>Account Grid as <\/strong>shown in below screenshot:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-20662\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/7Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS.png\" alt=\"Show Dynamics 365 CRM Views in Canvas Apps Using CDS\" width=\"856\" height=\"479\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/7Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS.png 856w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/7Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS-300x168.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/7Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS-768x430.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/7Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS-660x369.png 660w\" sizes=\"(max-width: 856px) 100vw, 856px\" \/><\/p>\n<p style=\"text-align: justify;\">We used both <a href=\"https:\/\/docs.microsoft.com\/en-us\/powerapps\/maker\/canvas-apps\/functions\/function-choices\">choice<\/a> and <a href=\"https:\/\/docs.microsoft.com\/en-us\/powerapps\/maker\/canvas-apps\/functions\/function-filter-lookup\">filter<\/a> functions in our canvas app.<\/p>\n<p>We are done with changes, now simply run the application and Account Grid will show data based on selected value of dropdown:<\/p>\n<p><strong>Views:<\/strong><\/p>\n<p style=\"padding-left: 120px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-20663\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/8Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS.png\" alt=\"Show Dynamics 365 CRM Views in Canvas Apps Using CDS\" width=\"380\" height=\"326\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/8Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS.png 380w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/8Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS-300x257.png 300w\" sizes=\"(max-width: 380px) 100vw, 380px\" \/><\/p>\n<p><strong>Results:<\/strong><\/p>\n<p style=\"padding-left: 80px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-20664\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/9Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS.png\" alt=\"Show Dynamics 365 CRM Views in Canvas Apps Using CDS\" width=\"428\" height=\"528\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/9Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS.png 428w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/10\/9Show-Dynamics-365-CRM-Views-in-Canvas-Apps-Using-CDS-243x300.png 243w\" sizes=\"(max-width: 428px) 100vw, 428px\" \/><\/p>\n<h2><strong>Conclusion<\/strong><\/h2>\n<p>Thus, with the help of CDS connector you can easily display Dynamics 365 CRM <strong>\u2018Views\u2019 <\/strong>in Canvas app.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction In Dynamics 365 CRM, we have views which gives quick reference for records. While exploring Canvas apps, we found a new feature which helps us to display the views in the Canvas apps. In this blog, we are going to display the views in Canvas app using CDS connector. In Dynamics 365 CRM, we\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2019\/10\/show-dynamics-365-crm-views-in-canvas-app-using-cds\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":20670,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[1954,9,16,18,19],"tags":[1867,1955,301],"class_list":["post-20655","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-canvas-apps","category-common-data-service","category-dynamics-365","category-dynamics-365-v9-2","category-dynamics-crm","tag-canvas-app","tag-cds","tag-common-data-service"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/20655","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=20655"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/20655\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/20670"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=20655"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=20655"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=20655"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}